Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.2B
AUM Growth
+$857M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,444
New
Increased
Reduced
Closed

Top Buys

1
+$801M
2
+$329M
3
+$106M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$88.6M
5
ABT icon
Abbott
ABT
+$67.5M

Top Sells

1
+$71.3M
2
+$57.5M
3
+$51.7M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$50.8M
5
CONE
CyrusOne Inc Common Stock
CONE
+$47.6M

Sector Composition

1 Technology 22.73%
2 Healthcare 12.42%
3 Financials 12.13%
4 Consumer Discretionary 9.24%
5 Industrials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$550K ﹤0.01%
4,200
-50
1052
$544K ﹤0.01%
12,500
-500
1053
$544K ﹤0.01%
5,901
1054
$543K ﹤0.01%
7,561
-20
1055
$541K ﹤0.01%
35,660
-290
1056
$539K ﹤0.01%
12,400
-49,555
1057
$539K ﹤0.01%
3,060
+1,610
1058
$537K ﹤0.01%
7,890
-80
1059
$536K ﹤0.01%
37,504
-1,060
1060
$532K ﹤0.01%
344
+337
1061
$529K ﹤0.01%
21,620
-440
1062
$526K ﹤0.01%
43,653
1063
$525K ﹤0.01%
51,681
-330
1064
$525K ﹤0.01%
28,000
+22,000
1065
$524K ﹤0.01%
4,615
+1,500
1066
$523K ﹤0.01%
7,540
-260
1067
$522K ﹤0.01%
+5,117
1068
$522K ﹤0.01%
12,828
1069
$522K ﹤0.01%
41,200
+23,600
1070
$520K ﹤0.01%
25,960
-2,540
1071
$518K ﹤0.01%
34,400
-500
1072
$515K ﹤0.01%
2,584
-300
1073
$513K ﹤0.01%
9,681
-5,805
1074
$512K ﹤0.01%
3,499
+999
1075
$512K ﹤0.01%
+15,500
41 42
43
44 45